Security National Bank Purchases in Q3 2025

Security National Bank

  • $636 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
1.24K
New
$231.66 - $273.65 $287K - $339K
1.24K $293K
DVN
Devon Energy Corp

Energy
7.95K
+ 1810.48%
$31.75 - $36.99 $252K - $294K
8.39K $294K
ISRG
Intuitive Surgical Inc

Healthcare
627
+ 278.67%
$433.66 - $544.47 $272K - $341K
852 $381K
IVW
Ishares S&P 500 Growth ETF

ETFs
770
+ 5.23%
$108.97 - $121.65 $83.9K - $93.7K
15.5K $1.87M
QCOM
Qualcomm Inc

Technology
1.21K
New
$145.84 - $173.55 $176K - $209K
1.21K $200K
MSI
Motorola Solutions, Inc.

Technology
88
+ 2.26%
$408.73 - $490.3 $36K - $43.1K
3.99K $1.82M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.17K
+ 3.62%
$53.81 - $57.52 $63.2K - $67.5K
33.6K $1.93M
OKTA
Okta, Inc.

Technology
1.82K
New
$88.51 - $101.1 $161K - $184K
1.82K $167K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.38K
New
$45.26 - $46.63 $153K - $158K
3.38K $156K
CGDV
Capital Group Divid Value ETF

ETFs
3.71K
New
$39.59 - $42.21 $147K - $157K
3.71K $156K
CB
Chubb LTD

Financial Services
685
+ 8.22%
$265.99 - $289.59 $182K - $198K
9.02K $2.55M
RPM
Rpm International Inc

Basic Materials
192
+ 1.43%
$110.07 - $128.23 $21.1K - $24.6K
13.6K $1.6M
VTV
Vanguard Value ETF

ETFs
632
+ 73.06%
$175.51 - $186.57 $111K - $118K
1.5K $279K
MGC
Vanguard Mega Cap ETF

ETFs
424
New
$224.2 - $245.55 $95.1K - $104K
424 $103K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.01K
+ 13.36%
$60.01 - $65.01 $60.4K - $65.5K
8.55K $555K
AMGN
Amgen Inc

Healthcare
319
+ 22.15%
$271.18 - $309.22 $86.5K - $98.6K
1.76K $496K
SLB
Schlumberger Limited

Energy
2.3K
New
$32.37 - $37.31 $74.5K - $85.9K
2.3K $79K
IDEV
Ishares Core Msci Intl Develop

ETFs
976
New
$74.68 - $80.26 $72.9K - $78.3K
976 $78K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
891
+ 42.84%
$66.81 - $74.64 $59.5K - $66.5K
2.97K $218K
OPEN
Opendoor Technologies Inc.

Real Estate
9.25K
New
$0.56 - $10.52 $5.18K - $97.3K
9.25K $73K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
4.65K
New
$14.19 - $15.82 $66K - $73.6K
4.65K $66K
RCII
Rent A Center Inc De

Industrials
2.42K
New
N/A
2.42K $64K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
5.09K
New
$12.5 - $14.2 $63.6K - $72.3K
5.09K $63K
AMCR
Amcor PLC

Consumer Cyclical
7.58K
New
$7.97 - $9.94 $60.4K - $75.3K
7.58K $62K
BAC
Bank Of America Corp

Financial Services
983
+ 39.24%
$44.92 - $52.42 $44.2K - $51.5K
3.49K $179K
RACE
Ferrari N.V.

Consumer Cyclical
122
+ 23.42%
$436.24 - $517.65 $53.2K - $63.2K
643 $311K
TDG
Trans Digm Group Inc

Industrials
40
New
$1271.04 - $1620.83 $50.8K - $64.8K
40 $52K
VUG
Vanguard Growth ETF

ETFs
62
+ 13.78%
$433.97 - $484.08 $26.9K - $30K
512 $245K
HOOD
Robinhood Markets, Inc.

Technology
321
New
$91.27 - $143.18 $29.3K - $46K
321 $45K
VV
Vanguard Large Cap ETF

ETFs
144
New
$285.05 - $309.14 $41K - $44.5K
144 $44K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
612
+ 25.59%
$49.43 - $54.52 $30.3K - $33.4K
3K $162K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 3.98%
$224.68 - $282.71 $5.62K - $7.07K
653 $182K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2K
+ 26.8%
$17.81 - $18.39 $35.6K - $36.8K
9.46K $172K
MTN
Vail Resorts Inc

Consumer Cyclical
273
New
$143.33 - $169.63 $39.1K - $46.3K
273 $40K
VEA
Vanguard Ftse Developed Market

ETFs
415
+ 9.73%
$56.02 - $60.3 $23.2K - $25K
4.68K $280K
AM
Antero Midstream Corp

Energy
1.8K
+ 31.53%
$16.87 - $19.58 $30.3K - $35.2K
7.5K $145K
BND
Vanguard Bd Index Fd Inc Total

ETFs
455
+ 93.43%
$72.57 - $74.72 $33K - $34K
942 $70K
VCIT
Vanguard Intermediate Term Cor

ETFs
344
+ 9.17%
$81.75 - $84.54 $28.1K - $29.1K
4.09K $344K
WEN
Wendy'S CO

Consumer Cyclical
4.01K
+ 101.47%
$9.09 - $11.88 $36.5K - $47.6K
7.96K $72K
AGCO
Agco Corp

Industrials
222
+ 74.75%
$106.41 - $117.97 $23.6K - $26.2K
519 $55K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
690
New
$30.13 - $33.37 $20.8K - $23K
690 $23K
VNQ
Vanguard Specialized Funds Van

ETFs
252
New
$88.47 - $93.24 $22.3K - $23.5K
252 $23K
UAMY
United States Antimony Corp

Basic Materials
2.96K
New
$1.97 - $7.3 $5.83K - $21.6K
2.96K $18K
SPMD
Spdr Portfolio

ETFs
311
New
$54.43 - $58.29 $16.9K - $18.1K
311 $17K
DFAT
Dimensional ETF Tr U S Target

ETFs
295
New
$53.36 - $59.69 $15.7K - $17.6K
295 $17K
NFLX
Netflix Inc

Communication Services
13
New
$1147.87 - $1297.18 $14.9K - $16.9K
13 $15K
CSL
Carlisle Companies Inc

Industrials
35
New
$327.52 - $435.11 $11.5K - $15.2K
35 $11K
AVDV
American Centy ETF Tr Avantis

ETFs
133
New
$79.24 - $89.03 $10.5K - $11.8K
133 $11K
COST
Costco Wholesale Corp

Consumer Defensive
457
+ 7.12%
$915.95 - $994.57 $419K - $455K
6.88K $6.36M
Activity Summary
Buys All Purchases 164 New Holdings 78 Increased Positions 86 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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